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Planning Your Retirement Isn’t Always A Walk On The Beach

Take a moment to understand your options


IMPERIAL BEACH, CA. – Electing for Social Security may seem like a no-brainer for many Imperial Beach couples, but there are numerous Social Security choices to consider. Local tax preparer and CPA, Shirley Nakawatase, offers advice on how to avoid making a costly mistake.

“Making a good decision depends on considering things like your health, income before and during retirement, and of course taxes,” Nakawatase explained. “Retirees cannot simply rely on conventional wisdom, such as filing for early benefits. It’s not one-size-fits-all. In fact, many retirees are failing to maximize the benefits they have earned, simply because they didn’t understand all of their options.”

Filing options to consider are: early filing, standard, file and suspend, and delayed. For married couples, there are also more than 16 combinations of these to review. It’s worth careful study, and may be valuable to consult an advisor.

“There’s no way around it. With the amount of money on the table, Social Security planning is simply necessary,” Nakawatase concluded. “Appropriate planning, or lack thereof, will dictate how comfortably you can afford to live in your retirement.”

Nakawatase & Company, CPAs offers tax services to individuals and small businesses. She enjoys helping individuals and families save money on taxes. Give her a call (619) 423-7093, email or visit her website


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